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RIRCX vs VGWIX
RIRCX vs VGWIX Comparison
Open Charts RIRCX vs VGWIX
American Funds Capital Income Bldr R3
Price$76.10
Change+$0.23 (+0.30%)
VolumeN/A
Net Assets115.03B
Vanguard Global Wellesley Income I
Price$22.68
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets602.98M
RIRCX vs VGWIX Comparison Chart in %
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RIRCX vs. VGWIX commentary
Jun 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is RIRCX is a Buy and VGWIX is a Buy.
FUNDAMENTALS
Fundamentals
RIRCX has more cash in the bank: 115B vs. VGWIX (603M). VGWIX pays higher dividends than RIRCX: VGWIX (3.61) vs RIRCX (2.74). RIRCX was incepted earlier than VGWIX: RIRCX (23 years) vs VGWIX (8 years). RIRCX (0.91) is less costly to investors than VGWIX (0.44). VGWIX is a more actively managed with annual turnover of: 106.00 vs. RIRCX (56.00). RIRCX has a lower initial minimum investment than VGWIX: RIRCX (250) vs VGWIX (3000). RIRCX annual gain was more profitable for investors over the last year : 14.83 vs. VGWIX (9.22). RIRCX return over 5 years is better than : 50.19 vs. VGWIX (23.89).
| RIRCX | VGWIX | RIRCX / VGWIX | |
| Total Expense Ratio | 0.91 | 0.44 | 207% |
| Annual Report Gross Expense Ratio | 0.91 | 0.44 | 207% |
| Fund Existence | 23 years | 8 years | - |
| Gain YTD | 11.508 | 6.493 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 3000 | 8% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 115B | 603M | 19,071% |
| Annual Yield % from dividends | 2.74 | 3.61 | 76% |
| Returns for 1 year | 14.83 | 9.22 | 161% |
| Returns for 3 years | 30.55 | 19.72 | 155% |
| Returns for 5 years | 50.19 | 23.89 | 210% |
| Returns for 10 years | 48.92 | N/A | - |
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